Richardson Financial Services’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Richardson Financial Services’s Portfolio USHY Stock Details USHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$336K	Sell	9,128 -461	-5%	-$17.2K	0.21%	115
2025 Q4	$359K	Buy	9,589 +1,065	+12%	+$39.9K	0.12%	113
2025 Q3	$322K	Buy	8,524 +139	+2%	+$5.21K	0.2%	115
2025 Q2	$313K	Buy	8,385 +2,201	+36%	+$80.7K	0.21%	119
2025 Q1	$228K	Sell	6,184 -294	-5%	-$10.9K	0.17%	133
2024 Q4	$238K	Sell	6,478 -804	-11%	-$29.9K	0.17%	126
2024 Q3	$264K	Hold	7,282	–	–	0.17%	123
2024 Q2	$264K	Sell	7,282 -149	-2%	-$5.39K	0.19%	115
2024 Q1	$272K	Sell	7,431 -3,154	-30%	-$115K	0.19%	116
2023 Q4	$385K	Buy	+10,585	New	+$371K	0.34%	87

Other funds holding USHY

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Richardson Financial Services's USHY Position: Q1 2026 in Review

Richardson Financial Services reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 4.8% in Q1 2026, selling an estimated $17.2K and leaving 9,128 shares worth $336K. The position accounts for 0.21% of the portfolio, ranked #115.

Richardson Financial Services first reported a position in USHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $385K in Q4 2023. 649 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

Richardson Financial Services held 9,128 shares of iShares Broad USD High Yield Corporate Bond ETF worth $336K as of Q1 2026.
Richardson Financial Services sold 461 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $17.2K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.21% of Richardson Financial Services's portfolio in Q1 2026, its #115 holding.
Richardson Financial Services first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's iShares Broad USD High Yield Corporate Bond ETF position peaked at $385K in Q4 2023.
649 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.